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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,043 | $181,896+61.1% | $156,551+87.2% | $273,972+7.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.63% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $20,602 | $6,248+229.7% | $5,501+274.5% | $4,869+323.1% |
| Participant deferral / active EE | $1,258 | $5,550-77.3% | $4,871-74.2% | $5,287-76.2% |
| Admin fee / account holder | $104 | $15,560-99.3% | $13,028-99.2% | $10,133-99.0% |